Plan Snapshot
- Plan Sponsor: Agespan, INC.
- Sponsor EIN: 042545136
- Sponsor Address: 280 MERRIMACK STREET SUITE 400, LAWRENCE, MA, 018431740
- Plan Type: 403(b)
- Total Participants: 543
- Total Assets: $33.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 543 | $33.5M | $920,924 | $1.7M |
| 2023 | 514 | $30.0M | $883,571 | $1.7M |
| 2022 | 511 | $25.7M | $829,074 | $1.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $8,181 | $1,248 | — | — | — |
| 2023 | $5,881 | — | $5,881 | — | — |
| 2022 | $5,548 | — | $5,548 | — | — |